Tabar Gaul LLC offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to aid in selecting a suitable portfolio. Tabar Gaul also offers financial planning and consulting services on an hourly basis, including reviews of wills, estate plans, investments, taxes, and insurance.
Assets Under Management$7.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...